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Physician Wealth Advisors
PHYSICIAN WEALTH ADVISORS, INC. is an SEC-registered investment adviser in SALT LAKE CITY, UT, registered since 2005. The firm manages $2.0 billion in...
Overview
PHYSICIAN WEALTH ADVISORS, INC. is an SEC-registered investment adviser in SALT LAKE CITY, UT, registered since 2005. The firm manages $2.0 billion in assets, $1.3 billion on a discretionary basis. It has 15 employees and 7 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Salt Lake City
Corporate office
Birmingham, AL, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Physician Wealth Advisors?
The firm is led by a team of physician-advisers, many of whom hold the CFP® designation. Specific names and roles are not publicly disclosed, but the firm's ADV brochure states that all advisory services are supervised by its principals (per SEC IARD).
What investment stages and asset classes does Physician Wealth Advisors typically target?
The firm primarily manages liquid public-market assets—stocks, bonds, ETFs—and advises on real estate, private placements, and insurance products. It does not run a venture capital or private equity fund; rather, it allocates client capital to third-party managers and direct holdings as part of a diversified plan.
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